# Cruz Investments & Wealth Management

> Cruz Investments & Wealth Management is a state-registered investment advisory firm in Aurora, IL, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated September 2, 2026.

- CRD: 163356
- Filed as: CRUZ INVESTMENTS & WEALTH MANAGEMENT
- Legal name: Cruz, Reynaldo
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Aurora, IL
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/163356
- AdvisorCensus page: https://advisorcensus.com/firm/cruz-investments-and-wealth-management-aurora-il-163356

## Quick answers

**How is Cruz Investments & Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Cruz Investments & Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cruz Investments & Wealth Management located?**
Cruz Investments & Wealth Management's principal office is in Aurora, IL, according to its Form ADV.

**Is Cruz Investments & Wealth Management registered with the SEC or a state?**
Cruz Investments & Wealth Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 163356.

**Does Cruz Investments & Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/163356

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reycruz.com
- Facebook @CRUZINVESTMENTS
- Instagram @CRUZINVESTMENTSWM
- LinkedIn @CRUZ-INVESTMENTS-MANAGEMENT
- X @CRUZWEALTH
- YouTube @UCQGTrBwr6aWb1kZDUu7BtKQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cruz Investments & Wealth Management (CRD 163356): Form ADV filing data as of October 2026.